Heirloom Wealth Management Dimensional ETF Tr Inflation P Transaction History
Heirloom Wealth Management
- $308 Million
- Q3 2024
A detailed history of Heirloom Wealth Management transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Heirloom Wealth Management holds 991,305 shares of DFIP stock, worth $40.1 Million. This represents 13.61% of its overall portfolio holdings.
Number of Shares
991,305
Previous 951,084
4.23%
Holding current value
$40.1 Million
Previous $38.8 Million
7.93%
% of portfolio
13.61%
Previous 13.08%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL406KShares$16.4 Million8.29% of portfolio